See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $94,973 | $48,046+97.7% | $84,611+12.2% | $72,985+30.1% |
| Participation rate | 2.5% | 57.6%-55.1pp | 68.2%-65.7pp | 69.5%-67.0pp |
| Annual return | 24.32% | 37.38%-13.1pp | 258.74%-234.4pp | 81.00%-56.7pp |
| Employer contribution / active EE | $38 | $1,602-97.7% | $2,652-98.6% | $2,440-98.5% |
| Participant deferral / active EE | $141 | $2,680-94.8% | $3,899-96.4% | $3,607-96.1% |
| Admin fee / account holder | $0 | $3,395-100.0% | $4,912-100.0% | $5,124-100.0% |